| Name | Title | Ownership | Since |
|---|---|---|---|
| Richard Ellis Craft Control | Chief Compliance Officer | Under 5% | 1993 |
| Wia Holdings, LLC Control | Owner | Over 75% | 2022 |
| Cb Clockwork Midco, LLC | Owner | Over 75% | 2022 |
Wealth Advisory Group, Inc. reports $666.9 million in regulatory assets under management on its Form ADV.
Wealth Advisory Group, Inc. reports 7 employees.
Wealth Advisory Group, Inc. is based in Berwyn, PA.
Wealth Advisory Group, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 1055 Westlakes Drive, Ste 130, Berwyn, PA 19312 |
| Office hours | 8:30 a.m. To 5:00 p.m. |
| Discloses disciplinary history | No |
| Discretionary | $219.6M |
| Non-discretionary | $447.3M |
| Total (RAUM) | $666.9M |